Plan Snapshot
- Plan Sponsor: Western Heavy Haul, INC.
- Sponsor EIN: 481302875
- Sponsor Address: 2260 NW INDUSTRIAL PARK ROAD, PRINEVILLE, OR, 97754
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 92 | $4.7M | $242,770 | $438,375 |
| 2023 | 94 | $3.9M | $341,961 | $537,301 |
| 2022 | 147 | $3.1M | $346,627 | $563,208 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| JONES & ROTH, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES & ROTH, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $35,021 | $16,747 | $11,614 | — | — |
| 2023 | $23,644 | $13,392 | $2,639 | — | — |
| 2022 | $19,084 | $12,583 | $5,701 | — | — |